Our client has a unique question regarding Copper Accounts. He has an account under email@example.com
He has a personal Gmail account and we were wondering if it was possible to use or link both accounts together instead of purchasing another license for his personal Gmail account.
The client is a lawyer (Law Firm), so basically he has his work email as the Copper Account and there are a lot of people who are also emailing his personal email account as to we would like to get this link if possible.
Is there an alternative option aside from purchasing another license for his personal Gmail account, which won't make sense, since he is a one man team?
Looking forward to you feedback.
Best answer by alex
If so, they could set up an automatic email forward from personal to work for either all emails, or even filter it based on certain criteria (that makes it work focused), and that'll get those emails into Copper.
From there, I'd recommend setting up the work email address as an email alias on their personal account, that way, they can respond to a personal email from their work account (simply change over the "from" field to the work alias), and you've essentially moved the conversation from personal, to work, and got everything logged/tracked within Copper